Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,380 | $93,617-72.9% | $135,982-81.3% | $75,177-66.2% |
| Participation rate | 68.6% | 75.2%-6.6pp | 81.9%-13.4pp | 67.2%+1.4pp |
| Annual return | 24.58% | 30.89%-6.3pp | 68.32%-43.7pp | 160.75%-136.2pp |
| Employer contribution / active EE | $2,133 | $3,538-39.7% | $4,859-56.1% | $2,671-20.1% |
| Participant deferral / active EE | $3,911 | $6,406-39.0% | $7,760-49.6% | $4,126-5.2% |
| Admin fee / account holder | $535 | $6,980-92.3% | $10,767-95.0% | $5,651-90.5% |